Know which business website leads are worth strategy call time
Every enquiry answers real qualifying questions—project status, page count, feature needs, and budget approval—before it lands in your CRM, with branding files and domain details collected upfront.
The exact intake your business website leads complete
This is the real 6-question guided intake for Business Website — the same flow your customers finish before you ever pick up the phone.
What a qualified business website lead should tell you
A new or redesigned informational website for a business, built around a defined page count, feature set (forms, booking, store, blog, or portal), and the client's existing domain, hosting, and branding assets.
- Current Status Website Project
- Many Pages Expect Website
- Features On Website
- Have Domain Name And
- Have Existing Branding Materials
- Person Who Can Approve
The questions your team needs answered
Every business website intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your website project? | This single answer carries the widest weight range in the catalog, separating greenfield builds and redesigns from low-priority 'already committed elsewhere' enquiries. |
| How many pages do you expect the website to have? | Page count is a direct proxy for project size and helps you pre-estimate scope before drafting anything. |
| Which features do you need on the website? | Selecting features like online store, booking, or member login flags a bigger build than basic informational pages, changing how the proposal should be scoped. |
| Do you have a domain name and hosting already set up? | Knowing whether domain and hosting are already set up affects timeline and whether technical setup work needs to be added to the project. |
| Do you have existing branding materials such as a logo or color scheme? | Existing branding materials shorten the discovery phase and reduce the design scope of the eventual quote. |
| Are you the person who can approve the design and budget for this project? | Weighted 9 versus 3, this answer identifies whether the person on the intake can actually greenlight the budget, which determines whether a proposal has a real chance of landing. |
How Cliont scores business website leads
Every answer is weighted automatically — no manual review required.
Value signals
- No website yet
- Need to redesign existing site
- Just exploring options
- Person Who Can Approve: yes
See the lead your team receives
Business Website Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for business website workflows
| Cliont capability | Business Website application |
|---|---|
| Weighted conditional scoring | Combines the project-status answer with the budget-approval yes/no question so a 'no website yet' lead who isn't the approver scores differently from one who is. |
| File and detail collection before booking | Requests existing logo, color scheme, and domain/hosting information from questions q004 and q005 so you arrive at the strategy call already knowing what technical setup is done. |
| Multi-choice feature checklist | Captures which of contact forms, booking, online store, blog, or member login the client wants, giving you a scope signal before you write anything. |
| CRM routing with priority flags | Sends business website leads to your CRM tagged by status and approval-authority answers, so greenfield builds with a confirmed decision-maker surface above 'just exploring' enquiries. |
Common business website lead scenarios
Ready-to-build new business
No website yet, budget approver confirmed on the call, and only basic informational pages needed — the intake flags this as a build-ready lead worth a strategy call immediately.
Outdated site needs redesign
Status is flagged as a redesign, with existing branding materials and domain/hosting already in place, so the intake surfaces a lead where scoping can start faster than a greenfield build.
Early-stage researcher
Marked 'Just exploring options' but the person filling out the intake isn't the budget approver — a high-value status paired with a lower-confidence approval answer, better suited to nurture than a proposal.
Committed to another provider
Project status shows 'Already in progress with another provider,' the lowest-weighted status answer, so the intake deprioritizes this lead before your team drafts a proposal that never lands.
Large scope, missing basics
More than 15 pages with online store and member login selected, but no domain, hosting, or branding assets yet — the intake flags a bigger project that needs a fuller discovery conversation, not a quick quote.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More web design and development intake templates
Business Website lead-intake FAQs
How does the intake treat a lead who already has a website?
The project-status question distinguishes between 'need to redesign existing site' and starting from scratch, both of which score as high-value signals, so redesign leads aren't deprioritized just because a site already exists.
What happens to leads who say they're already working with another provider?
That answer carries the lowest weight on the project-status question, so those leads still reach your CRM but are scored lower, letting you decide whether to follow up or move on without drafting a proposal first.
Can the intake help me scope the project before the call?
Yes — the page-count question and the multi-choice feature list (contact forms, booking, online store, blog, member login) give you a rough sense of scope and complexity before you ever open a proposal document.
Does the intake collect branding and domain details upfront?
It asks directly whether the client has a domain and hosting set up and whether they already have logo or color-scheme materials, so you know what technical and design groundwork is already done before the strategy call.
Why does the intake ask whether the person is the budget approver?
That single yes/no question is weighted heavily (9 versus 3) because a lead who isn't the decision-maker can stall a proposal indefinitely, and the intake uses it to flag which enquiries are actually ready to move.
How is this different from an intake for a website redesign or ecommerce site?
This catalog covers general business website builds; if a lead needs an online store or a full redesign specifically, those map to the Ecommerce Website and Website Redesign subservices with their own qualification questions.
Turn business website visitors into qualified clients
Give every business website visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.